Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$770B
AUM Growth
+$29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,375
New
Increased
Reduced
Closed

Top Buys

1
+$8.81B
2
+$7.84B
3
+$3.76B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.72B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.9B

Top Sells

1
+$3.05B
2
+$910M
3
+$700M
4
VEEV icon
Veeva Systems
VEEV
+$654M
5
IBN icon
ICICI Bank
IBN
+$396M

Sector Composition

1 Technology 17.87%
2 Healthcare 11.56%
3 Financials 9.31%
4 Consumer Discretionary 7.77%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$98.9M 0.01%
1,971,420
+64,596
927
$98.3M 0.01%
2,857,485
+845,693
928
$98.1M 0.01%
2,052,736
-747,562
929
$98M 0.01%
1,170,957
-45,922
930
$97.9M 0.01%
4,365,654
-1,337,674
931
$97.8M 0.01%
1,516,433
+1,015,349
932
$97.4M 0.01%
1,073,435
+29,210
933
$97.1M 0.01%
2,740,697
+645,816
934
$97M 0.01%
1,326,836
+725,321
935
$96.9M 0.01%
2,878,051
+319,496
936
$96.9M 0.01%
1,465,876
+210,063
937
$96.8M 0.01%
3,279,055
+1,754,215
938
$96.8M 0.01%
2,671,012
+2,283,583
939
$96.6M 0.01%
3,290,032
+1,656,165
940
$96.4M 0.01%
442,926
+7,865
941
$96.3M 0.01%
530,262
+284,358
942
$96.2M 0.01%
3,659,830
+2,523,800
943
$96.1M 0.01%
1,472,869
+611,541
944
$96M 0.01%
1,852,884
-367,109
945
$95.8M 0.01%
3,199,275
-275,796
946
$95.8M 0.01%
3,181,792
-1,112,759
947
$95.7M 0.01%
970,001
+427,189
948
$95.7M 0.01%
2,316,281
-175,762
949
$95.7M 0.01%
2,070,381
+86,074
950
$95.6M 0.01%
9,789,680
+4,133,238
36 37
38
39 40